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Estate Planning

June 23 @ 10:00 am - 12:00 pm

Estate Planning is a comprehensive process involving many components. This workshop will cover the basic elements of Estate Planning: the Revocable Living Trust; charitable and legacy planning; a lifetime
gifting program; medical care planning (Advance Health Care Directive); planning for incapacity (durable financial power of attorney). Come with your questions.

Presenter: Paul A. Pelosi, Attorney At Law, Pelosi Law Office, San Jose, has been in practice since 1973 in Santa Clara County. He is well-versed in Estate Planning, Trust Administration matters and Probate. Paul has facilitated Estate Planning Workshops for Catholic Cemeteries for over 10 years.

RSVPs are appreciated but not necessary: 650-428-3730 | cemeteryinfo@dsj.org

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Details

Date:
June 23
Time:
10:00 am - 12:00 pm
Event Categories:
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Website:
http://www.catholiccemeteriesdsj.org/